1099R Tax Forms

Forms > 1099R Tax Forms

Vantage will send out 1099R tax forms to our clients by January 31. If you took a distribution out of your Vantage Self-Directed IRA, expect to receive your 1099R form in your mailbox in February.

Why did I receive IRS Form 1099-R?
You received a Form 1099-R because a full or partial distribution, direct rollover, or excess contribution removal was processed in your Self-Directed IRA during the year. You may also receive this form if you completed a re-characterization and/or conversion.

Do I need to file a copy of Form 1099-R with the IRS?
Vantage submits the Form 1099R to the IRS on behalf of the IRA. However, you may want to consult with a tax professional for instructions on how to report the 1099R information on your annual tax return.